Broker Check

Meet you where you're at...
but take you where you want to be

Integrate as a partner with your financial team 

Let's Talk

We want to assist in your financial success.

INDIVIDUALIZED ATTENTION

We all have similar goals of being debt free, cash rich, a secure retirement, and enough free time to enjoy our wealth...

However, we are all different and unique in how we want to get there. We believe in individual financial strategies by design.

  • Should I be nervous about the stock market?
  • Am I on track to retire?
  • Can you help me understand my finances?
  • Do I have the appropriate amount of insurance?
  • Do I have too much debt?
  • Why can’t I save more for a rainy day?
  • Am I tax savvy?
  • Am I taking full advantage of my employee benefits?
    Learn more

    Our Process

    Discovery

    Discovery

    We take the time to discover more about you. This first step in our relationship is time together to find out what is your goal for going through this journey with us.

    Learn more
    Planning

    Planning

    Together we determine what your financial plan will become. Our team develops and modifies your personal design. 

    Learn more
    Implementation

    Implementation

    Let’s get started! Time to implement the design and begin to watch your goals materialize. 

    Learn more
    Monitoring

    Monitoring

    Keeping in touch to review your plan as well as educating you when markets change and the economy affects your design.

    Learn more
    The Meaning Behind Keystone

    The Meaning Behind Keystone

    Back in 2015, Mark Wilson, Marlene Dattilo, and their former partner Mike Anastasia formed Keystone Capital Partners Group. In the process of creating a name that will be used for years to come, they landed on the idea of a “Keystone” and what it symbolizes.

    When building an arch into a structure, the Keystone is the final piece of the puzzle. It is placed at the very top of the arch in order to support and lock all of the other stones into position. Without a Keystone, these structures cannot stand.

    Meet Our Team

    Mark Wilson

    Mark Wilson, CLU, ChFC, CFBS

    Partner

    (585) 485-0194 Ex.1500

    (585) 252-5849

    Lee Wilson, CPA

    Lee Wilson, CPA

    Financial Advisor

    (585) 485-0194 x1504

    (585) 252-5849

    Melanie Barton

    Melanie Barton

    Financial Services Executive

    (585) 485-0194 Ex.1510

    (585) 252-5849

    Christian Nikodem

    Christian Nikodem

    Paraplanner

    (585) 485-0194 Ex.1509

    (585) 252-5849

    Leslie Barkley

    Leslie Barkley

    Administrative Support

    (585) 485-0194

    (585) 252-5849

    Resource Center

    Retirement

    Retirement

    Learn more
    Investment

    Investment

    Learn more
    Estate

    Estate

    Learn more
    Lifestyle

    Lifestyle

    Learn more
    Does Your Portfolio Fit Your Retirement Lifestyle?

    Does Your Portfolio Fit Your Retirement Lifestyle?

    Lifestyle considerations in creating your retirement portfolio.
    Learn More
    Are Alternative Investments Right for You?

    Are Alternative Investments Right for You?

    With alternative investments, it’s critical to sort through the complexity.
    Learn More
    A Look at Diversification

    A Look at Diversification

    Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
    Learn More

    How Much Do You Know About Investing?

    These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

    Schedule a Consultation

    Thank you!
    Oops!